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    Business

    The Perfect RIA

    Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

    Matthew and Micah don’t talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

    Whether you’re a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

    Advertise

    Copyright: © 2019 by Matthew Jarvis & Micah Shilanski. All rights reserved.

    • Apple Podcasts
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    • Spotify

    Latest Episodes:
    Worlds To Conquer - What Is BackStage Pass? Mar 30, 2023
    Show notes

    Would you rather learn from someone who is a so-called expert or someone who truly knows what they're talking about and is willing to be transparent about what does and doesn't work? On today's Worlds To Conquer, Jamie is joined by Tracy Ottinger from The Perfect RIA to talk all things BackStage Pass! Listen in as they share information on this membership level, what you have access to, and how to use the resources we offer to improve your business.

    http://bit.ly/42h9ivW


    What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat Mar 29, 2023
    Show notes

    Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week's What Works Wednesday, Matt is joined by Paul Moffat, President of Arista Wealth Management, to discuss why being a proactive advisor puts you head and shoulders above every other person in your client's life. Matt and Paul will also discuss why a simple excel spreadsheet can help you and your team track your clients and prospects and see how you can deliver value.

    http://bit.ly/3JE0gBT


    10X Your Practice By Going Old School [Episode 197] Mar 27, 2023
    Show notes

    Do you assume that for someone successful that things just come easy to them, or do you realize that they're likely putting in the reps? On today's episode, Matt and Micah talk about how it's easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Listen in as they share what you need to do to set yourself up for success and why you need to visualize your client meetings and positive outcomes.

    https://theperfectria.com/podcast/197

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!


    Follow Up Friday - Moving The Needle Mar 24, 2023
    Show notes

    Everyone gets distracted sometimes, but are you noticing when you're playing office versus doing the work that will help propel you further? Do you realize that on some level, you're likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you're doing the work and not seeing the results, or maybe you just haven't realized yet that your actions contradict your goals? Listen in as we recap this week's highlights and action items.

    Listen to this week's episodes:

    Moving The Needle [Episode 196]

    What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

    Worlds to Conquer - Stop Being A Slacker

    http://bit.ly/3ZQng5S

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!


    Worlds to Conquer - Stop Being A Slacker Mar 23, 2023
    Show notes

    Lifestyle doesn't mean being lazy. Do you have your goals, and you want growth, but you continue to be stuck in the same spot? First, you must understand that having goals and taking action toward achieving them are different things. On today's Worlds To Conquer, Jamie shares what steps you need to take to continue on that level of growth and show that you're committed.

    http://bit.ly/3Zxs3Jz


    What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA Mar 22, 2023
    Show notes

    Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you're doing tax planning!). Listen in as they talk about how working with your client's tax preparer and educating yourself will only help further deliver value to your clients.

    http://bit.ly/3ZFQvsE


    Moving The Needle [Episode 196] Mar 20, 2023
    Show notes

    How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactive? On today's episode, Matt and Micah discuss different areas where advisors get caught playing office instead of doing the activities and work that are hyper-intentional and moving the needle. We all play office, but once you realize you're not focused, what are you doing to get back into the necessary space to keep you on your right path?

    https://theperfectria.com/podcast/196

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!


    Follow Up Friday - 10X Your Practice Mar 17, 2023
    Show notes

    Do you have big dreams and goals? Are you doing the same activities, thinking that things will magically change? What is your mindset about your goals, your practice, and your team and are you surrounding yourself with people who aspire to achieve more? What symptoms and processes are you putting into place, and out of your head, to help you reach those goals? Listen in as we recap this week's highlights and action items.

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

    Listen to this week's episodes:

    10X Your Practice [Episode 195]

    What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet

    Worlds to Conquer - Change Happens When Four Things Occur In Your Life

    http://bit.ly/41DuOdY


    Worlds to Conquer - Change Happens When Four Things Occur In Your Life Mar 16, 2023
    Show notes

    If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today's Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice.

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

    http://bit.ly/3kAvu30


    What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet Mar 15, 2023
    Show notes

    Do you find yourself making excuses as to why you could never have your dream practice? Or are you afraid of doing things unless you feel they're perfect? On today's episode, Matt is joined by Bryan Sweet from Sweet Financial Partners to share how he's created his perfect practice. Bryan shares why you should focus on doing the things you're good at and why you need to focus on smaller steps to help you reach your bigger goals while playing the long game. Bryan will also talk about how living in a small town has been an advantage both with the clients he serves and with his team.

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

    http://bit.ly/3Z3qH9k


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